About Us

Mission Statement

We do not work for a company. We work for you, our client. As an independent advisory firm, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We commit to providing financial vehicles and services that are in your best interest in order to help you achieve your goals and objectives, not ours.

L David Overson is a native of Arizona and has over 30 years of experience in the financial services industry. He is a Chartered Financial Consultant (ChFC) and is author of the book, “The Essential Guide For The New Age Of Retirement.

David is the founder of Overson Advisory Group, LLC, an Arizona Registered Investment Advisor. You can view our profile in the February 10, 2014 issue of Forbes Magazine in the America’s Financial Leaders section. Overson Advisory Group LLC and Overson Tax Advisory, Inc are affiliated with the national multi-services firm, Gradient Financial Group.

Tim O’Donnell is a Registered Tax Return Preparer (RTRP) with 10 years experience in the tax preparation field. He is authorized to practice before the Internal Revenue Service (IRS) and is an authorized e-file provider.

Strategic Alliances

James Phelps, Attorney, specializes in estates, trusts, and business planning with the firm of Gillette & Phelps. He is located at 7227 E Baseline Rd, Suite 103, Mesa AZ 85209.

Nick Stovall is at the forefront in accounting; strategic financial planning; business, IRA and technical taxation; tax law and policy; and investing. With extensive knowledge of the financial services industry and a solid understanding of the complex demands of diverse business settings, his experience provides invaluable perspective into the intricate relationship between tax and business issues.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Overson Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Overson Advisory Group, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Overson Tax Advisory, Inc. Overson Advisory Group, LLC and Overson Tax Advisory, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted.Overson Advisory Group, LLC and David Overson are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Overson Advisory Group, LLC is not engaged in the practice of law. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.